Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Bookkeeping Services Include:
- QuickBooks / or Other Accounting Software SetUp
- Chart of Accounts Creation and Maintenance
- Enroll in Bank & Credit Card Automated Feeds
- Create Transaction Journals
- General Ledger
- Bank & Credit Card Reconciliations
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Monthly Financial Review
- Secure Client Portal and Data Protection
- Frees up Resources to focus on your Core Business
- Reduces Overhead Costs
- Taps into our Specialized Expertise in Accounting
Controller Services (Fractional, Full-Time, or Interim)
Let our over 30 years of Controller services work for you. Whether you already have an Accounting staff and need part-time services, or an Interim Controller to fill-in for a few months we can assist.
Controller Services includes all of the Bookkeeping Services Plus the following:
- Oversee Accounting Department, Operations, & Functions
- Ensuring Accuracy, Regulatory Compliance & Overall Fiscal Responsibility
- Develop Internal Control Guidelines, Policies & Procedures
- Perform essential duties related to Payroll
- Full Balance Sheet Reconciliations
- GAAP-based Financial Statements
- Financial Reporting
- Budgeting
- Monthly, Quarterly & Annual Financial Review
- Secure Client Portal and Data Protection
- Frees up Resources to focus on your Core Business
- Reduces Overhead Costs
- Taps into our Specialized Expertise in Controllership
Outsourced Accounting
Free up your time and resources by engaging in our full Outsourced Accounting services.
Outsourced Accounting Services Include all of the Bookkeeping and Controller Services Plus the following:
- Handle All or Individual Elements of your Accounting processing
- Accounts Receivable Processing and Management
- Accounts Payable Processing and Management
- Day-to-Day Operations of your Accounting Department
- Monthly, Quarterly, & Annual Financial Review
- Secure Client Portal and Data Protection
- Frees up Resources to focus on your Core Business
- Reduces Overhead Costs
- Taps into our Specialized Expertise in efficiently managing Accounting Departments
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, turnaround, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.